CIK 2051705
Weinberger Asset Management, Inc
Institutional 13F holdings & portfolio
Holdings
92
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 92
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 109K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 127K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 575K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 60K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 482K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 259K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 267K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 53K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 276K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 313K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 129K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 100K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 87K | $1M+ | SH |
| IWP | ISHARES TR | 36K | $1M+ | SH |
| IYW | ISHARES TR | 24K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 110K | $1M+ | SH |
| IJK | ISHARES TR | 43K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 70K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 58K | $1M+ | SH |
| GE | GE AEROSPACE | 12K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| SHOP | SHOPIFY INC | 20K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 17K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 11K | $1M+ | SH |
| IWN | ISHARES TR | 13K | $1M+ | SH |
| IJH | ISHARES TR | 33K | $1M+ | SH |
| DVY | ISHARES TR | 15K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 35K | $1M+ | SH |
| GEV | GE VERNOVA INC | 3K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| XYZ | BLOCK INC | 23K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 47K | $1M+ | SH |
| PCG | PG&E CORP | 78K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| ATI | ATI INC | 9K | $1M+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| KO | COCA COLA CO | 14K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| MDYV | SPDR SERIES TRUST | 11K | $500K+ | SH |
| RBLX | ROBLOX CORP | 10K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 973 | $500K+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 7K | $500K+ | SH |